After years of advising privately held companies, I’ve noticed something interesting: The questions don’t really change. Different industries. Different sizes. Different personalities.But the same
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Think of business like a sport. Crisis management, compliance, risk mitigation, and maintaining quality are all defensive strategies. Offensive strategies are designed to seize
I got a call from an attorney the other day, asking for help with one of his clients. The client would like to retire,
For years, I believed I was studying transactions. Looking back, I wasn’t. I was studying what happened after them. Over the past five years,
Most founders expect the transaction to reduce pressure. In many ways, it does. The uncertainty of the deal process resolves. The negotiation cycle ends.
Many business owners (and advisors) use these 3 terms interchangeably. Here’s a brief explanation of each.
Do you recognize Rick? If so, I have a gift for him (or her.) Rick is not just a character in a story. You
XPX Northern California At XPX, successful exit planning depends on collaboration, specialized expertise, and advisors who understand the full lifecycle of a business. In
In conversations about exits, regret is usually framed as a pricing issue. The founder sold too early.The market moved higher.The company grew faster under
By Anne Baroody on March 16, 2026 Posted in Private Companies Private company buyers and sellers are more frequently using earnout provisions to help close the gap
XPX advisors bring a focus on short- and long-term value creation for their clients. The go-to metric of value is often the financial valuation.
Founders often wear the “hero leader” badge with pride. Every decision, every deal, every crisis runs through them. It looks like strength, but in
“The purpose of middlemen in the marketplace is to provide time and place utility.” I remember the light bulb going on in Economics 101
As an Exit Planner, most of my engagements involve assessing a management team. They may be the intended buyers of the company, or else
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Two construction companies can produce similar earnings and still command very different offers when they go to market. For advisors, understanding why is critical.
After years of advising privately held companies, I’ve noticed something interesting: The questions don’t really change. Different industries. Different sizes. Different personalities.But the same
A business can be profitable, well managed, and growing, yet one unexpected event involving a co-owner can put its future at risk if the
For many owners, concern for employees is one of the most emotionally significant parts of selling a company. Long-term team members may have helped
Choosing a buyer is not simply a transaction decision. For an owner preparing to exit, buyer type can shape valuation, deal structure, post-closing obligations,
Are you or your clients putting off personal future planning? You’re busy, there are goals to be met, succession plans to complete, a final
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